The global economy will remain stable and robust, with marginal changes in growth compared to 2005. Though the engines of acceleration will rotate towards Japan and Europe, China and the U.S. will remain at the helm.

They're very good numbers ... most of the growth of the economy over the coming year will come from exports rather than from consumption or perhaps even investment,

It shows growth for the U.S. economy but also points that the Fed will keep raising rates. Growth is good, but everybody is afraid that the Fed might kill growth if they do hike too much. That is a fear and could be the biggest headwind for equities this year, if it happens.

As the Nikkei moves up in price, it signifies growth in the Japanese economy. That will signal higher yields in Japan, which will make them at the margin less net buyers of U.S. Treasuries.

As the Nikkei moves up in price, it signifies growth in the Japanese economy, ... That will signal higher yields in Japan, which will make them at the margin less net buyers of U.S. Treasuries.

I think there's no question that an improved economy will push Amazon's growth rate up. The question is whether the growth can be faster than that. As long as the company keeps reporting growth that's not less, it'll be OK.